Keep IT customer-count accurate when qualifying contracts are recorded

IT misses qualifying contracts, causing marketing and leadership to undercount milestones. It increments the corporate customer-count when qualifying contracts post, so dashboards show the true milestone.

Overview

Undercounted customer milestones make marketing announcements and executive dashboards look out of date. This workflow ensures qualifying contracts increment the corporate customer-count when recorded, keeping dashboards and announcements aligned and removing last-minute manual fixes. IT delivers reliable milestone counts so marketing and leadership can act with confidence.

Notable Features

Increment customer-count on qualifying contracts
Filter contracts by qualification rules
Notify marketing and update dashboards